Meadow Creek Wealth Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Hold |
4,823
| – | – | 0.43% | 47 |
|
|
2025
Q1 | $529K | Buy |
4,823
+8
| +0.2% | +$877 | 0.39% | 57 |
|
|
2024
Q4 | $597K | Buy |
4,815
+65
| +1% | +$8.06K | 0.43% | 46 |
|
|
2024
Q3 | $520K | Buy |
4,750
+140
| +3% | +$15.3K | 0.41% | 58 |
|
|
2024
Q2 | $508K | Hold |
4,610
| – | – | 0.48% | 49 |
|
|
2024
Q1 | $523K | Buy |
4,610
+1,305
| +39% | +$148K | 0.36% | 63 |
|
|
2023
Q4 | $322K | Buy |
+3,305
| New | +$322K | 0.31% | 75 |
|
|
2022
Q3 | $268K | Hold |
3,655
| – | – | 0.35% | 72 |
|
|
2022
Q2 | $291K | Hold |
3,655
| – | – | 0.36% | 75 |
|
|
2022
Q1 | $358K | Sell |
3,655
-284
| -7% | -$27.8K | 0.39% | 77 |
|
|
2021
Q4 | $366K | Buy |
+3,939
| New | +$366K | 0.35% | 82 |
|